Broker Check
(734) 356-3250  MICHIGAN(419) 824-8200  OHIO 

Wealth Management Services

At Vision Capital Partners, we offer a comprehensive suite of services designed to address your specific needs, wherever you are in life. We work with you as a team to develop plans aligned with your values. Our advisory services include:

Financial Planning

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can advise you in the following planning areas:

  • Cash Flow Analysis
  • Retirement
  • Income Distribution
  • Asset Allocation 
  • Education Funding
  • Risk Management 
  • Estate Strategies
  • Charitable Giving Strategies

Investment Management

Based on your individual goals, ability, need, and willingness to assume risk, in conjunction with our disciplined investment philosophy, we work with you to develop a diversified investment portfolio strategy. Our portfolios may include:

  • Bonds
  • Stocks
  • Exchange-Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Alternative Investments
  • Variable Annuities

TIAA University Investments

Through Vision Capital Partners, Inc., a registered investment advisor, we can proactively manage your TIAA university investments on your behalf. What does this mean for you? 

  • You do not have to transfer your assets from TIAA for us to manage these accounts for you professionally. 
  • We can adequately coordinate and implement your portfolio strategy across your entire investment portfolio. 
  • We are able to service your TIAA accounts on your behalf.

Insurance Planning 

Do you have the right insurance in place to help protect your assets? Is your current insurance cost-effective? Is your current insurance still appropriate for your needs? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Ongoing Collaboration with Your Team of Financial Professionals:

We recognize the importance of engaging in ongoing proactive communication with your team of trusted professionals, such as:

  • Your Tax Professional 
  • Your Estate Planning Attorney
  • Your Other Insurance Specialists

Contact us today to learn more about how our personal, holistic approach to wealth management can help you and your family reach your goals.